If you're using Kixie's True High Fidelity Phone Service, you can click-to-call from Nutshell and automatically log calls in Nutshell!
How does it work?
The Kixie integration is robust and works two ways:
Click-to-call: When you click a phone number in Nutshell, it will call your phone number and connect the parties. It will also automatically record and log the call.
Full automation: Calling your Nutshell contacts from your Kixie phone number will automatically record and log those calls in Nutshell. This works independently of the click-to-call feature and is perfect for the person on-the-go who needs to log the calls but doesn't have the ability to manually log those activities.
Requirements
A Kixie phone service plan and phone
Motivation to close deals!
Features
Click-to-call: Click any number in Nutshell (or across the web), and Kixie will automatically connect your call
Call recording: Kixie will record your conversations
Automatic call logging: Kixie will use Nutshell's "Log activity" feature to log calls when you receive a call or if you place a call
Setup
You can access the Kixie setup in Nutshell by navigating to:
Once you are on the Phone settings page, click on the Kixie card to get started.
Connect your Kixie account
Click Connect with Kixie and then follow the OAuth login prompts using your Kixie credentials.
Your Business ID and API keys can be found in Account Settings
You can also select the activity type you'd like your Kixie calls and voicemails to be logged as.
Hit Finish and you're ready to make calls!
Once connected, your calls appear in Sales > Calls where you can review logged calls, log any unlogged calls, and take advantage of AI-generated summaries for quick context. Your call activity stays organized and easy to work with every day.
For more questions about how to use Kixie, please email hello@kixie.com or 424-800-3330.